Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples.
As a system admin, I worked on dashboards in Salesforce. Recently, the sales manager asked me to create a dashboard that shows leads generated from different sources so that the sales team can easily track their progress and key numbers. To make it even more accessible, add the dashboard to the homepage in Salesforce. Here, … Read more >>>
In a recent campaign led by our organization that works with Salesforce CRM, the sales team generated plenty of leads. The campaign lasted one month, and the sales team asked to group the generated leads in a weekly format so that they could analyze week-wise performance throughout the campaign. As a solution for that, I … Read more >>>
In our Salesforce org, we have multiple contacts under accounts, and when we create a report on the accounts and contacts, we get repeated accounts for the related contacts. The sales team wants to count the unique values of account names so that they do not have to maintain data for repeated accounts and only … Read more >>>
As a system admin, I worked on reports in Salesforce. Recently, the sales manager asked me to create an opportunity pipeline report that shows the records grouped according to the opportunity stages along with their record count so that the sales team can analyze the current stage opportunity records. As a solution, I created a … Read more >>>
While working as a Salesforce admin, I created a report on lead generation so that the lead manager could see the number of leads generated from different lead sources in Salesforce. To track these records easily and quickly identify the numbers, the lead manager asked me to add a chart to the report. Here, I … Read more >>>
The sales team in our Salesforce organization asked for a report on object field history tracking to track the annual revenue history of the Account object field so that they could analyze the previous and current amounts of the accounts’ annual revenue. As a solution for this requirement, I first enabled the field history tracking … Read more >>>
As a Salesforce admin, while working on reports, I created a report on account records in Salesforce. In that report, I had to display the account records created by me, but when the report was generated, it displayed all the created records, including the one created by another user. I have added the show me … Read more >>>
Recently, a salesforce sales manager asked me to create a report to monitor customer accounts. The manager wanted to review the number of accounts whose account rating is Hot. For that, I created a simple tabular report in Salesforce. Here, I will explain reports and their types. Then, I will show you how to create reports in … Read more >>>
While working as a Salesforce system admin, the support team asked me to create a report on notes logged by them in the previous quarter. The support team frequently logs notes in Salesforce to document interactions with clients, feedback, and follow-up actions. For this requirement, I had to create a report that provides insights into … Read more >>>
As a Salesforce admin I was working on a lead conversion report. The manager wanted to review the number of leads generated from the web and the conversion of those leads to customers over the last quarter. To create this type of report in Salesforce, we have a matrix report. Here, I will explain matrix … Read more >>>
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